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Notis

Process WhatsApp receipts with Eagle Doc OCR

Send a receipt to WhatsApp and let Notis extract the details you need for expense tracking.

Trigger

New Message Received

Action

Receipt OCR V3

Extract structured data from receipt images or PDFs.

Why this helps

Receipt photos pile up in chats, then take time to find and transcribe when expenses are due.

  • Extract merchant, line item, tax, total, and payment details from supported receipt images or PDFs.
  • Keep receipt processing close to the conversation where the document arrived.
  • Reduce manual transcription before expense review.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Eagle Doc once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
  • 3In one instruction, ask Notis to detect receipt attachments in incoming messages and process them with Receipt OCR V3, reporting the extracted details.
  • 4Pick the New Message Received trigger and choose where run reports go.
  • 5Test with one real receipt image or PDF sent to your WhatsApp Business number.

Questions about this workflow

Does this process every WhatsApp message?

The instruction can ask Notis to process messages that contain receipt attachments. The trigger fires for inbound messages, so include that condition in the automation prompt.

What does Receipt OCR V3 return?

It processes receipt images or PDFs into structured JSON with merchant details, line items, taxes, payments, and other fields.

What if the message has no receipt attachment?

Ask Notis to skip messages without a receipt file and report only when it finds a receipt to process.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Eagle doc. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Eagle doc actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Process Any Document with OCR

Extract and classify data from a document using OCR.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Submit Batch Any Document OCR Task

Submit documents for batch OCR processing in the background.

ActionInstant

Message Status Updated

Returns no results; message status changes are delivered through webhooks in real time.

TriggerPolling

Delete Batch Processing Task

Remove a submitted batch processing task from the queue.

ActionInstant

Eagle Doc Invoice OCR from Base64

Extract invoice data from an image using OCR.

ActionInstant

Get Management Quota

View contractual quotas and current usage across workloads.

ActionInstant

Receipt OCR V3

Extract structured data from receipt images or PDFs.

ActionInstant

Get Receipt Quota V2 (Deprecated)

View quota and usage for the deprecated receipt processing service.

ActionInstant

Get Current Month Usage

View usage, quota, and costs for the current month.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Eagle doc, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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